Focused on your financial future
The Edstrom Leipold Group is focused on assisting high-net-worth individuals, business owners and their families grow and preserve wealth, generate income and implement tax-advantaged investing strategies.
As a comprehensive wealth management team, we provide a wide range of investment solutions including retirement planning, insurance, education funding and estate planning services as well as business strategies for employer defined-benefit and defined-contribution plans.
We serve clients around the world and offer opportunities to participate in the global marketplace. This can help you diversify your portfolio and make it less dependent on the performance of the U.S. stock market.